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Verizon
VZ

Overview Fund Activity

1,807 hedge funds and large institutions have $123B invested in Verizon in 2014 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 830 increasing their positions, 627 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,807
Holders Change
+105
Holders Change %
+6.17%
% of All Funds
48.23%
Holding in Top 10
133
Holding in Top 10 Change
-62
Holding in Top 10 Change %
-31.79%
% of All Funds
3.55%
New
201
Increased
830
Reduced
627
Closed
75
Calls
$1.2B
Puts
$1.41B
Net Calls
-$204M
Net Calls Change
+$233M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$362M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$328M
3
SOMRS
State of Michigan Retirement System
Michigan
+$284M
4
State Street
State Street
Massachusetts
+$275M
5
Wells Fargo
Wells Fargo
California
+$263M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$412M
2
Bank of America
Bank of America
North Carolina
-$380M
3
Ameriprise
Ameriprise
Minnesota
-$328M
4
PC
Paulson & Co
New York
-$328M
5
OH
Orbis Holdings
Bermuda
-$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPP
1101
Whalerock Point Partners
Rhode Island
$1.72M +$43.7K +935 +3%
ACM
1102
Alta Capital Management
Utah
$1.71M +$28.4K +608 +2%
CFA
1103
CT Financial Advisors
Pennsylvania
$1.71M +$1.71M +36,569 New
SC
1104
Sculptor Capital
New York
$1.71M -$4.93M -105,400 -74%
WOC
1105
West Oak Capital
California
$1.7M -$11.5K -246 -0.7%
NIM
1106
Northeast Investment Management
Massachusetts
$1.7M +$19.1K +409 +1%
Edgewood Management
1107
Edgewood Management
Connecticut
$1.69M – – –
WCM
1108
Washington Capital Management
Washington
$1.69M +$16.4K +350 +1%
UAS
1109
United Asset Strategies
New York
$1.68M +$25.1K +537 +2%
PAM
1110
Palisade Asset Management
Minnesota
$1.68M -$92.6K -1,980 -5%
SACTSONJ
1111
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.68M – – –
AWCI
1112
Alpine Woods Capital Investors
New York
$1.68M +$136K +2,900 +9%
KWMG
1113
King Wealth Management Group
Florida
$1.66M +$655K +14,010 +65%
CWP
1114
Capital Wealth Planning
Florida
$1.66M +$691K +14,780 +71%
SWA
1115
SFMG Wealth Advisors
Texas
$1.66M +$1.06M +22,751 +178%
OIA
1116
Optimum Investment Advisors
Illinois
$1.66M +$810K +32,067 +95%
WAM
1117
Weatherly Asset Management
California
$1.66M +$52.5K +1,122 +3%
ASN
1118
Advisory Services Network
Georgia
$1.66M +$97.8K +2,030 +6%
DCM
1119
Dinsmore Capital Management
New Jersey
$1.65M – – –
PHS
1120
Pekin Hardy Strauss
Illinois
$1.65M +$1.14M +24,446 +227%
DIA
1121
Dean Investment Associates
Ohio
$1.64M +$300K +6,409 +22%
TWA
1122
TCI Wealth Advisors
Arizona
$1.64M +$27.1K +580 +2%
CCA
1123
Checchi Capital Advisers
California
$1.64M +$417K +8,914 +34%
ATC
1124
Argent Trust Co
Tennessee
$1.64M +$1.64M +34,952 New
VIMU
1125
Veritas Investment Management (UK)
United Kingdom
$1.63M -$196K -4,311 -11%
43 44
45
46 47